downside to go. ultimately, i think technology leads but i wouldn't be stepping in front of it right now. look at ibm was very weak today. a lot of these tech leaders i think you can get them cheaper later. but you definitely want to buy them. >> dan, from your international fiscal knowledge, let me go back to this point, portugal, spain, greece, italy, ireland, et cetera, i don't know we don't throw germany and france in there. i don't see them doing anything to limit spending and lower tax rates. and the united states continues to run a greece-like fiscal policy. dan, are there any nuggets of hope that in europe, at least, they might revert back to supply-side policies? >> i think the key thing you need to watch for is whether they bail out greece. if they bail out greece, that's going to send a signal to portugal, spain, italy and the rest -- you don't need to have any fiscal discipline.